证券代码：600267 证券简称：海正药业 公告编号：临 2025-58 号 产品特性与应用：腺苷蛋氨酸是一种安全的高价值食品营养强化剂，具有调 节生理机能的重要作用，在营养补充、食品加工等领域应用广泛。在美国市场， 公司该产品可作为膳食原料，在预期使用条件下应用于特定食品、特殊膳食代餐 产品等多个品类，适配现代消费者对健康营养的需求。 二、对上市公司的影响 近日，浙江海正药业股份有限公司（以下简称"公司"）产品1,4-丁二磺酸 腺苷蛋氨酸，按照美国FDA GRAS准则完成Self-GRAS（Self-affirmed Generally recognized as safe）科学评价并获得专家组一致批准，正式通过美国Self-GRAS 认证。现就相关情况公告如下： 一、产品基本情况 中文名称：1,4-丁二磺酸腺苷蛋氨酸 英文名称：SAMe-1,4-butanedisulfonate 浙江海正药业股份有限公司 关于公司产品通过美国 Self-GRAS 认证的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本次公司1,4- ...

Core Viewpoint - The company Haizheng Pharmaceutical has successfully obtained Self-GRAS certification for its product 1,4-butanedisulfonic acid adenosylmethionine, allowing it to enter the U.S. market [1] Group 1: Product and Certification - The product 1,4-butanedisulfonic acid adenosylmethionine is recognized as a safe and high-value food nutritional supplement [1] - The product plays a significant role in regulating physiological functions and has wide applications in nutritional supplementation and food processing [1] - The successful completion of the Self-GRAS scientific evaluation and unanimous approval by the expert panel signifies the product's formal market entry qualification in the U.S. [1]

一、 回购股份的基本情况 浙江海正药业股份有限公司（以下简称"公司"）于 2025 年 5 月 12 日召开的 第十届董事会第二次会议和第十届监事会第二次会议，审议通过了《关于第四次 以集中竞价交易方式回购公司股份的议案》，同意公司通过自有资金以集中竞价交 易方式回购公司股份，回购的资金总额不低于人民币 5 千万元且不超过人民币 1 亿元（均包含本数），回购股份价格不超过人民币 13 元/股（含），回购期限自公司 董事会审议通过回购股份方案之日起 12 个月内。具体内容详见《浙江海正药业股 份有限公司关于第四次以集中竞价交易方式回购股份方案暨回购报告书》（公告编 号：临 2025-29 号），已登载于 2025 年 5 月 13 日的《中国证券报》《上海证券报》 《证券时报》和上海证券交易所网站（www.sse.com.cn）上。 二、 回购股份的进展情况 证券代码：600267 证券简称：海正药业 公告编号：临 2025-57 号 浙江海正药业股份有限公司 关于第四次以集中竞价交易方式回购公司股份的进展 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实 ...

浙江海正药业股份有限公司发布第四次以集中竞价交易方式回购公司股份的进展公告。该回购方案于 2025年5月12日经董事会和监事会审议通过，实施期限为2025年5月12日至2026年5月11日，预计回购金 额5000万元至1亿元，用于员工持股计划或股权激励。截至2025年9月底，公司累计回购股份5,535,000 股，占总股本0.46%，支付总金额50,891,385元，实际回购价格区间为8.92元/股至9.40元/股。 ...

Core Points - Zhejiang Haizheng Pharmaceutical Co., Ltd. has received approval from the National Medical Products Administration for the tacrolimus capsule, which has passed the consistency evaluation of generic drug quality and efficacy [1][2] Group 1: Drug Information - The drug name is tacrolimus capsule, available in dosages of 0.5mg and 1mg, classified as a chemical drug [1] - The original drug was developed by Astellas Pharma Co., Limited, and is primarily used to prevent organ rejection after liver or kidney transplants [2] - The global sales of tacrolimus capsules are projected to be approximately $138.73 million in 2024, with domestic sales around $46.16 million [2] Group 2: Company Impact - The approval of tacrolimus capsules for consistency evaluation is expected to enhance the company's market share and competitiveness in the pharmaceutical industry [3] - The company has invested approximately 61.44 million RMB in the consistency evaluation of this drug [2]

Core Viewpoint - The Chinese beauty industry is undergoing a deep upgrade driven by technology and consumer demand, with pharmaceutical companies emerging as key players due to their strong R&D capabilities and quality systems [3][4]. Industry Overview - Over 400 pharmaceutical companies in China are venturing into the cosmetics sector, aiming to transform pharmaceutical technology into effective skincare and health aesthetic products [3]. - The market for cosmetics in China reached approximately 1,073.82 billion yuan in 2024, continuing to exceed the trillion yuan mark for two consecutive years [8]. Company Profile: Zhejiang Haizheng Pharmaceutical Co., Ltd. - Established in 1956, Haizheng Pharmaceutical has a long history in chemical and pharmaceutical production, with a diversified business matrix focusing on various therapeutic areas [5][6]. - The company reported a revenue of 9.787 billion yuan and a net profit of 600 million yuan in 2024, with R&D investment reaching 420 million yuan [6]. Strategic Moves - Haizheng Pharmaceutical is actively engaging in the "pharmaceutical + aesthetics" trend, leveraging its industrial strength and R&D foundation to innovate in synthetic biology and health aesthetic products [4][9]. - The establishment of Haizheng Weilan and Luan Sheng Synthetic Biology marks the company's strategic entry into health aesthetics and synthetic biology, respectively [9][13]. Product Development and Innovation - Luan Sheng Synthetic Biology has developed over 30 raw material varieties, focusing on high-tech and high-value products to avoid low-level price competition [13][14]. - The company plans to create a product pyramid structure, including "road lamp products" for quick commercialization and "lighthouse products" for mid-term development [14]. Market Strategy - Haizheng Weilan aims to build a comprehensive health aesthetic platform, integrating pharmaceutical e-commerce and innovative business models [15][16]. - The company is focusing on nutrition, functional skincare, and medical beauty, utilizing its raw material advantages to develop products that address joint health and liver protection [18]. Future Outlook - The ultimate goal for Haizheng Pharmaceutical is to establish a complete value chain from synthetic biology raw material innovation to health aesthetic brand products, ensuring each link maintains pharmaceutical-grade quality [21][22]. - The company emphasizes a long-term approach to development, prioritizing solid R&D and reliable quality over quick market gains [22].

Core Viewpoint - Recently, the company received approval from the National Medical Products Administration for its Tacrolimus capsules, which have passed the consistency evaluation of quality and efficacy for generic drugs [2] Group 1 - The company announced the receipt of the "Drug Supplement Application Approval Notice" for Tacrolimus capsules [2] - The approval indicates that the company's Tacrolimus capsules have met the standards for quality and efficacy consistency as a generic drug [2]

Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]

Core Viewpoint - Haizheng Pharmaceutical has received approval from the National Medical Products Administration for its Tacrolimus Capsules, which have passed the consistency evaluation of quality and efficacy for generic drugs [1] Company Summary - Haizheng Pharmaceutical's Tacrolimus Capsules are primarily used to prevent graft rejection after liver or kidney transplantation [1]

规格：0.5mg、1mg 注册分类：化学药品 上市许可持有人：浙江海正药业股份有限公司 证券代码：600267 证券简称：海正药业 公告编号：临 2025-56 号 浙江海正药业股份有限公司 关于公司药品通过仿制药一致性评价的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 近日，浙江海正药业股份有限公司（以下简称"公司"）收到国家药品监督 管理局（以下简称"国家药监局"）核准签发的他克莫司胶囊《药品补充申请批 准通知书》，公司药品他克莫司胶囊已通过仿制药质量和疗效一致性评价。现就 相关情况公告如下： 一、药品的基本情况 药品名称：他克莫司胶囊 剂型：胶囊剂 生产企业：浙江海正药业股份有限公司 受理号：CYHB2450594、CYHB2450593 通知书编号：2025B04548、2025B04549 原药品批准文号：国药准字 H20084386、国药准字 H20083039 申请内容：仿制药质量和疗效一致性评价 审批结论：根据《中华人民共和国药品管理法》、《国务院关于改革药品医疗 器械审评审批制度的意见》（国发〔201 ...